Montis Financial, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.

Quarter-by-quarter ownership
Montis Financial, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,288,589
-5.4%
6,1880.0%0.86%
-3.9%
Q2 2023$1,362,350
+4.2%
6,188
-0.1%
0.90%
-11.2%
Q1 2023$1,307,071
+3.5%
6,197
+0.0%
1.01%
-5.4%
Q4 2022$1,262,603
+7.1%
6,195
-1.2%
1.07%
-5.9%
Q3 2022$1,179,000
-4.5%
6,2720.0%1.14%
-1.7%
Q2 2022$1,235,000
-17.2%
6,2720.0%1.16%
-0.8%
Q1 2022$1,492,000
-6.6%
6,2720.0%1.16%
+0.5%
Q4 2021$1,598,000
+7.5%
6,2720.0%1.16%
-8.2%
Q3 2021$1,486,000
-0.2%
6,2720.0%1.26%
+2.4%
Q2 2021$1,489,000
+5.8%
6,2720.0%1.23%
-5.9%
Q1 2021$1,408,000
+8.6%
6,272
-0.2%
1.31%
+1.4%
Q4 2020$1,296,0006,2841.29%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders